Overview

I would like to purchase several small books of fee-based, non-insurance business in the Dallas - Ft. Worth area. I am a Texas state-registered RIA. I am a good portfolio manager and also do fee-based financial planning (usually at no charge to my clients with significant AUM). I also assist with individual tax returns. I am looking to grow my fee-based client base.

Just a thought at this point - maybe you are someone who does not like to do portfolio management, or maybe you don't do p/m any better than the average financial advisor. I'm a 100% fee-based discretionary money manager. We could make a good team, if that is your interest, and I'm willing to discuss that with you.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
1,210 days old

Business Data

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